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Salesforce
CRM

Overview Fund Activity

2,011 hedge funds and large institutions have $101B invested in Salesforce in 2022 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 611 increasing their positions, 997 reducing their positions, and 218 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,011
Holders Change
-33
Holders Change %
-1.61%
% of All Funds
32.45%
Holding in Top 10
59
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-25.32%
% of All Funds
0.95%
New
230
Increased
611
Reduced
997
Closed
218
Calls
$2.93B
Puts
$3.06B
Net Calls
-$123M
Net Calls Change
+$320M

Top Buyers

1
Parnassus Investments
Parnassus Investments
California
+$798M
2
Nomura Holdings
Nomura Holdings
Japan
+$791M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$489M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$444M
5
SV
Starboard Value
New York
+$401M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$973M
2
Jennison Associates
Jennison Associates
New York
-$808M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$543M
4
ACM
AKRE Capital Management
Virginia
-$445M
5
DZ Bank
DZ Bank
Germany
-$419M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
901
Sendero Wealth Management
Texas
$1.59M +$1.11M +8,381 +232%
AM
902
AGF Management
Ontario, Canada
$1.59M +$1.59M +11,970 New
FB
903
Fulton Bank
Pennsylvania
$1.57M -$97.3K -734 -6%
EH
904
Equitable Holdings
New York
$1.56M +$351K +2,650 +29%
WPW
905
Waldron Private Wealth
Pennsylvania
$1.54M – – –
CNC
906
Citizens & Northern Corp
Pennsylvania
$1.53M -$265 -2 -0%
MJB
907
Mark J. Bradley
$1.53M -$30.5K -230 -2%
CANY
908
Caxton Associates (New York)
New York
$1.51M +$1.51M +11,385 New
AWS
909
AJ Wealth Strategies
New York
$1.51M – – –
BO
910
Bank OZK
Arkansas
$1.51M -$40.4K -305 -3%
SIG
911
Stonegate Investment Group
Alabama
$1.51M -$80.6K -608 -5%
PRC
912
Pearl River Capital
Michigan
$1.5M +$1.5M +11,330 New
TAM
913
Trust Asset Management
Texas
$1.5M – – –
NA
914
NewEdge Advisors
Louisiana
$1.5M -$142 -2 -0%
WPC
915
Wedmont Private Capital
Pennsylvania
$1.49M +$55.5K +395 +4%
IP
916
Intellectus Partners
California
$1.49M +$12.6K +95 +0.9%
S
917
SignatureFD
Georgia
$1.48M +$21.2K +160 +1%
KLWA
918
Kelly Lawrence W & Associates
California
$1.48M -$1.42M -10,700 -49%
LWAC
919
Laurel Wealth Advisors (California)
California
$1.47M -$35.7K -269 -2%
FMAEN1
920
Fund Management at Engine No 1
California
$1.46M +$191K +1,441 +15%
BMCM
921
Bryn Mawr Capital Management
Pennsylvania
$1.46M +$411K +3,096 +39%
LTI
922
Laffer Tengler Investments
Tennessee
$1.46M +$149K +1,121 +11%
HG
923
Herbst Group
Connecticut
$1.45M – – –
TPW
924
Transatlantique Private Wealth
New York
$1.44M -$222K -1,682 -13%
DIA
925
Dana Investment Advisors
Wisconsin
$1.44M -$817K -6,163 -36%
35 36
37
38 39